Tips and tricks to help ramp up your fundraising efforts.
The Two I’s of Fundraising:
Individuals and Institutions
Christopher Maynard & Megan Davis
Time to talk about
individual donors and
Who Makes Up Your Area of Influence?
We’ve got you surrounded!
What do donors and volunteers
mean to your organization?
• They’re the life-blood of any organization and can be your friend,
neighbor, former business colleague, and/or family member.
• They have given time, talent, and treasure and shown commitment.
• They work at companies, firms, schools, other non-profits and/or
government agencies who may support you as well.
• They may have you in their wills.
• They may be active for your organization via social media.
• They have friends and co-workers who can become donors.
• GOOD QUESTION…What else is on your mind?
• Should we just send mail or email to solicit donors?
• What’s the best way to solicit board members?
• Should we simply send a thank you letter, or is it ok to call
donors after they’ve made a gift?
• What do we do if we think we have lost a donor?
So, how do we ask for a gift and then properly follow up?
6 Great Tips
for Reaching Individuals
You never know who is around you!
Thank your donors.
Send your donors a thank you letter
within 48 hours of receiving a gift.
Stay in touch with your donors.
Make sure you contact your donors on a
consistent basis, via email, mail, and/or phone.
Ask them how they want to stay in touch!
Use Social Media
Social Media is here to stay: Use it to
It’s a cycle: Always be cultivating,
stewarding, and soliciting your donors.
Honor Donor’s Trust
Donors trust your organization, so focus on mission
and how their gift impacted the organization.
Honor their trust in your organization.
• Pledge: a signed and dated commitment to give a gift over a specified period of time.
• Donor-advised Fund: a charitable giving vehicle administered by a public charity (Association of Black Charities and Baltimore
Community Foundation for example) created to manage charitable donations on behalf of organizations, families, or individuals. It
is created when an individual or organization opens an account in the fund and deposits cash, securities, or other financial
• Foundation: a trust that has been created by a family, company, individual or community whose purpose is to grant funds to
non-profit organizations for programs.
• Accountability: The responsibility of the organization to keep a donor informed about the use that is made of the donor’s gift
as well as the cost of raising it.
• Form 990: Tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations file this form to
provide the IRS with financial and program information.
Source: Certified Fund Raising Executives website. www.cfre..org
Commonly-used phrases you should know
So, what’s a grant?
A financial award from an
organization or government
to be used for a particular
purpose and spent during an
Who Makes Grants?
Where do I
ü Read the entire application and eligibility
ü Make sure your organization tracks the
required performance measures
ü Ask questions!
How Do I Write
1. Cover Letter
2. Proposal Narrative
• Summary heading
• Organizational Background
• Statement of Need
• Purpose of Request
• Anticipated Results and Learnings
• Stewardship and Sustainability
3. Budget and Budget Narrative
4. Attachments (varies by donor)
Avoid jargon, abbreviations, and
Make sure your budget balances.
Diversify your funding sources.
Adhere to formatting requirements.
Answer “So what?”
Grant Writing Tips
Or, Writing Your Need Statement
We really need this grant to
pay for rent and utilities and
for wages so our staff can do
important work and feed their
This is NOT a Need Statement
Instead, a Need Statement Should…
Ø Focus more on people.
Ø Show your ability to respond to these needs.
Ø Provide accurate data, trends, statistics, and the views of
experts to support the need you’re addressing and the
effectiveness of your response.
WHAT ABOUT MFB?
WHAT IS THEIR FUNDING BREAKOUT?
MFB’s Funding Sources
Giving surged to $410
billion in the USA in
Look how it all charted
out! It’s important to
focus on all types of
giving sources and
For grant-related assistance, contact Megan Davis,
grants manager (443) 297-5335 or
For questions about individual fundraising, contact
Christopher Maynard, director of individual and
foundation relations, at (443) 709-4942 or
For grant-related assistance, contact Megan Davis, grants manager (443)
297-5335 or [email protected]
For questions about individual fundraising, contact Christopher Maynard,
director of individual and foundation relations, at (443) 709-4942 or